Tillkännagivande • Jan 31
WealthNavi Inc. to Delist from Growth Section of the Tokyo Stock Exchange, Effective March 04, 2025 WealthNavi Inc. will be delisted from Growth Section of the Tokyo Stock Exchange effective from March 04, 2025, due to acquisition by a demand for share, etc. cash-out. Tillkännagivande • Jan 03
WealthNavi Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025 WealthNavi Inc. announced that they will report fiscal year 2024 results at 3:00 PM, Tokyo Standard Time on Feb 14, 2025 Tillkännagivande • Nov 30
Mitsubishi UFJ Reportedly to Acquire WealthNavi Mitsubishi UFJ Financial Group, Inc. (TSE:8306) plans to acquire Japanese robo-advisory firm WealthNavi Inc. (TSE:7342) to reinforce its asset management services targeting individual customers, people familiar with the matter said 29 November 2024. MUFG Bank (MUFG Bank, Ltd.), a unit of Mitsubishi UFJ Financial, plans to take full control of WealthNavi through a tender offer. The bank acquired a stake of over 15% in WealthNavi in March. Mitsubishi UFJ Financial plans to use WealthNavi to expand services that offer financial products via smartphone apps. Tillkännagivande • Sep 03
WealthNavi Inc. to Report Q3, 2024 Results on Nov 13, 2024 WealthNavi Inc. announced that they will report Q3, 2024 results on Nov 13, 2024 Tillkännagivande • Jun 06
WealthNavi Inc. to Report Q2, 2024 Results on Aug 09, 2024 WealthNavi Inc. announced that they will report Q2, 2024 results on Aug 09, 2024 Tillkännagivande • May 08
WealthNavi Inc. Launches an Online Insurance Advisory Service WealthNavi Inc. announced that the company launched an online insurance advisory service which assists its users to select and review life insurance products on May 7, 2024. The company initially provides the new insurance advisory service to the existing users of WealthNavi, and then to a wider range of users in the near future. The company has been providing its robo-advisor service WealthNavi, a fully automated end-to-end wealth management service, to support working families build wealth for their comfortable retirement through a long-term, globally diversified investment. In January 2024, the Company launched new Robo-NISA which is fully aligned with New NISA started in the same month, and the number of WealthNavi users exceeded 380,000. Combining life insurance and investment in NISA account: The company suggests users to subscribe insurance to prepare for immediate contingencies while to build and maintain a long-term, globally diversified investment portfolio for a more comfortable retirement. The optimal insurance coverage evolves depending on life stages and financial conditions. It is challenging for busy working families to adjust the balance between insurance and investment while choosing the most suitable insurance products. The new service will advise when and which insurance users should subscribe, considering the life stages and financial conditions. The insurance assessment and application process will be completed online, and the service is available for busy working families whenever it is convenient for them. Main features of the service: Visualizes the needed amount in case of contingencies in about 3 minutes: The company provides a life plan simulator for free to assess the coverage amount needed in case of contingencies. The estimated amount needed will be automatically calculated by entering data on yourself and family as well as answering questions about life plan. It takes about 3 minutes for the simulation; Suggests an optimal insurance product to cover the financial shortage: The service suggests an optimal insurance product for the user based on the assessment by the life plan simulator. The service chooses the most suitable product among insurance products offered by FWD Life Insurance Company and Zurich Life Insurance Japan Company. The company mediates life insurance contracts between users and life insurance companies as an insurance agency, and it does not hold an authority of agency or notice of acceptance. Users visit the website of an insurance companies to complete the application process. The data entered in the life plan simulator and the suggested insurance product are to be transferred to the insurance companies so that the application process would be easier and more convenient for users. User-friendly interface /Customer support via telephone: The service interface is simple and easy to use. In addition, users can contact customer support through telephone. Tillkännagivande • Mar 07
WealthNavi Inc. to Report Q1, 2024 Results on May 15, 2024 WealthNavi Inc. announced that they will report Q1, 2024 results on May 15, 2024 Tillkännagivande • Mar 04
WealthNavi Inc. announced that it has received ¥15.65098 billion in funding from Mitsubishi UFJ Financial Group, Inc. On March 4, 2024, WealthNavi Inc. closed the transaction. Tillkännagivande • Feb 15
WealthNavi Inc. announced that it expects to receive ¥15 billion in funding from Mitsubishi UFJ Financial Group, Inc. WealthNavi Inc. announced a private placement to issue common shares for the gross proceeds of ¥15,000,000,000 on February 13, 2024. The transaction will include participation from new investor Mitsubishi UFJ Financial Group, Inc. The investor is expected to take a stake of more than 15% through a private placement, making WealthNavi an equity-method affiliate. Tillkännagivande • Feb 14
WealthNavi Inc., Annual General Meeting, Mar 26, 2024 WealthNavi Inc., Annual General Meeting, Mar 26, 2024. Tillkännagivande • Jan 22
WealthNavi Inc. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2023 WealthNavi Inc. revised earnings guidance for the fiscal year ending December 31, 2023. For the period, the company revised Operating revenue forecast from JPY 7,717 million to JPY 8,167 million and Operating profit forecast from JPY 216 million to JPY 523 million. Tillkännagivande • Dec 24
WealthNavi Inc. to Report Fiscal Year 2023 Results on Feb 14, 2024 WealthNavi Inc. announced that they will report fiscal year 2023 results on Feb 14, 2024 Tillkännagivande • Aug 31
WealthNavi Inc. to Report Q3, 2023 Results on Nov 10, 2023 WealthNavi Inc. announced that they will report Q3, 2023 results on Nov 10, 2023 Tillkännagivande • Aug 11
Wealthnavi Inc. Announces Production Design of New "Robo-Nisa" WealthNavi Inc. announced the produce design of New "Robo-NISA," which will be launched in January 2024 in full alignment with New NISA. The New NISA program, which will start in January 2024, has "installment allowance" and "growth allowance" in one NISA account. In order to invest in "installment allowance," users have to make investment through recurring deposits. New 'Robo-NISA" manages both "installment allowance" and 'growth allowance" within a New NISA account automatically. Users need to sign up for automated deposit plan to invest in "installment Allow." The annual management fee is 0% for "installment allowance" while the fees vary between 0.7-1%. In the event of any discrepancy between the Japanese original and this English translation, the Japanese original shall prevail. (0.77-1.1% including tax) for "growth allowance" depending on risk tolerance level. As a result, if investment is made only through automated deposits, the weighted average annual management fees of New NISA will be between 0.63-0.67% (0.693-0.737% including tax) depending on risk tolerance level. If users do not sign up for automated deposits or invest through combination of automated deposits and other deposits, the maximum fees of New NIS will be between 0.7-1% (0.77-1% including tax) depending on risks tolerance level. Please note that the annual fees for taxable and existing NISA accounts remain unchanged at 1% (1.1% including tax). WealthNavi's research on specialist online operators (as of June 2023) which is based on the Japan Investment Advisers Association, "Contact Asset Status" - sections "Wrap Accounts" and "Discretionary Accounts" (as of March 2023). In addition, the loyalty program is available for users of direct service, which offers discounted fees depending on the period of service use and asset size. With the program, the annual management fee for "growth allowance" comes down to 0.6-0.9% (0.66-0.99% including tax) and the weighted average annual management fees for New NISA account will be between 0.54-0.60% (0.594-0.0% including tax). WealthNav sets lower fee level for New NISA accounts to promote New NISA. The NewNISA program, which will start In January 2024, has "installation allowance" and "growth allowance") in one NISA account. in order to invest in "installation allowance," users have to make investments through recurring deposits. New "Robo-NSA" manages both "installment Allow" and "growth allowance" within a NewNISA account automatically. Users need To sign up for automated deposit plan To sign up for automated deposit plans to invest in "installment allowances." The annual management fee is 0% for "installment allowance " while the fees vary between 0.,7-1%. In the events of any discrepancy between the Japanese Original and this English translation, the Japan original shall prevail. (0.,77-1.1%including tax) for "growth allowance") depending on risk tolerance level. Tillkännagivande • Jun 03
WealthNavi Inc. to Report Q2, 2023 Results on Aug 10, 2023 WealthNavi Inc. announced that they will report Q2, 2023 results on Aug 10, 2023 Tillkännagivande • Feb 10
WealthNavi Inc., Annual General Meeting, Mar 24, 2023 WealthNavi Inc., Annual General Meeting, Mar 24, 2023. Tillkännagivande • Jan 20
WealthNavi Inc. Revises Full-Year Earnings Forecast for the Fiscal Year Ending December 31, 2022 WealthNavi Inc. revised full-year earnings forecast for the fiscal year ending December 31, 2022. For the period, the company is expecting operating revenue of JPY 6,573 Millions as compared to previous forecast of JPY 6,536 Millions and an Operating profit of JPY 209 millions as compared to previous forecast of JPY 45 millions. Tillkännagivande • Dec 06
WealthNavi Inc. to Report Fiscal Year 2022 Results on Feb 10, 2023 WealthNavi Inc. announced that they will report fiscal year 2022 results on Feb 10, 2023 